Galvin Gaustad & Stein’s iShares Gold Trust IAU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$474K Buy
7,598
+219
+3% +$13.7K 0.04% 137
2025
Q1
$435K Sell
7,379
-70
-0.9% -$4.13K 0.04% 136
2024
Q4
$369K Buy
7,449
+2,255
+43% +$112K 0.03% 146
2024
Q3
$258K Hold
5,194
0.02% 159
2024
Q2
$228K Sell
5,194
-2,610
-33% -$115K 0.02% 166
2024
Q1
$328K Buy
7,804
+767
+11% +$32.2K 0.03% 148
2023
Q4
$275K Hold
7,037
0.03% 152
2023
Q3
$246K Buy
7,037
+862
+14% +$30.2K 0.02% 157
2023
Q2
$225K Hold
6,175
0.02% 158
2023
Q1
$231K Sell
6,175
-700
-10% -$26.2K 0.02% 150
2022
Q4
$238K Sell
6,875
-167
-2% -$5.78K 0.02% 148
2022
Q3
$222K Buy
+7,042
New +$222K 0.02% 151
2022
Q2
Sell
-5,525
Closed -$203K 172
2022
Q1
$203K Buy
+5,525
New +$203K 0.02% 167
2021
Q2
Sell
-5,861
Closed -$191K 193
2021
Q1
$191K Buy
5,861
+336
+6% +$11K 0.02% 188
2020
Q4
$200K Buy
+5,525
New +$200K 0.02% 182